Fintech in focus: Conquest Planning
Planning software helps with client engagement
Planning software helps with client engagement
Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities
Amid fraught headlines, here's how financial advisors served clients this week
Why the industry needs more female advisors
Planning helps clients avoid overspending on funerals, burials
Despite economic concerns, respondents didn't speak to a financial professional
My Financial Benchmark and Financial Calculators will be in one hub
Advisors can help clients build confidence and financial well-being
Fewer than one-third of advisors surveyed had a defined marketing strategy
Advisors can help clients with debt and long-term goals
A welcome industry development gets a critical assessment
This generation brings a different approach to work
Advisors face a host of challenges integrating new tech
There's higher demand for advisor coaching and consulting that can't be ignored
Digitization can provide product advice, but clients still want to talk to humans
The long-awaited change has implications for investors
At FP Canada's annual conference, Ellen Bessner outlined red flags to identify and mitigate
Advisors' questions can influence how much clients share and how comfortable they are
Care needs, living benefits were topics at IFB’s fall summit
An OSC enforcement action against a former rep has extended an existing suspension
Examining how taxes, expected investment outcomes and utility can affect asset location
Applicants will still be required to submit a comprehensive financial plan and complete a technical exam
Be sensitive to the psychology and life-stage perspective of retirees
Retirees are re-assessing how they deal with financial markets
The process of aging can take its toll